Nvidia(US:NVDA) Xuan Gu Bao·2025-11-19 15:06Group 1 - NVIDIA plans to adopt a "long-arm management" model for the next-generation Vera Rubin architecture AI server cabinets, potentially supplying Level-10 systems directly to partners to standardize rack designs and significantly shorten time-to-market [1] - NVIDIA is expected to finalize the list of water-cooling plate suppliers soon, likely selecting four companies, as part of its preparation for the liquid cooling ecosystem for next year [1] - The focus on liquid cooling design standards in the second half of this year indicates NVIDIA's strategy to enhance the quality and performance of its products ahead of the expected launch of the Vera Rubin architecture [1] Group 2 - The high power consumption of the Vera Rubin architecture necessitates better coverage of liquid cooling components, which will also include power supply and storage systems [1] - Companies that become contractors for NVIDIA's L10 solution for cooling plates are likely to secure stable large orders, enhancing their competitive advantage within the existing supply chain [1] - Feilong Co., Ltd. has confirmed its entry into NVIDIA's supply chain with its liquid cooling pumps [2]